Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Est. Return 20.64%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,408
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$514M 0.3%
17,264,174
-1,341,964
77
$506M 0.3%
3,679,838
+471,077
78
$496M 0.29%
17,319,513
+3,055,110
79
$484M 0.28%
9,183,852
-220,095
80
$472M 0.27%
5,569,755
+2,332,449
81
$469M 0.27%
5,682,321
+4,316
82
$466M 0.27%
29,560,200
-6,051,535
83
$466M 0.27%
4,303,884
-1,811,272
84
$464M 0.27%
4,035,543
-297,478
85
$462M 0.27%
6,585,815
+1,239,417
86
$461M 0.27%
2,494,080
-470,868
87
$460M 0.27%
6,319,711
-673,549
88
$459M 0.27%
30,970,665
+2,391,960
89
$459M 0.27%
6,113,525
+79,341
90
$456M 0.27%
7,738,648
-42,342
91
$453M 0.26%
6,661,025
-1,247,643
92
$450M 0.26%
2,472,164
+409,295
93
$446M 0.26%
10,257,944
-992,066
94
$443M 0.26%
11,202,991
+1,939,981
95
$442M 0.26%
5,449,162
-626,795
96
$440M 0.26%
13,703,670
+320,252
97
$438M 0.26%
10,384,322
+1,207,867
98
$434M 0.25%
5,256,838
+138,235
99
$434M 0.25%
3,155,382
+2,222,076
100
$430M 0.25%
10,945,454
-2,597,745